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Company acquisitions in the Wealth Management industry always make headlines! Especially since related startups and technology companies have become very popular with private equity firms, strategic buyers and even family offices.
In this blog post, we are taking a closer look at 4 acquisitions that took place in the Wealth Management industry.
Acquisition amount:
$12,000,000
Announcement:
29 August 2022
To provide CRM solutions for the financial services, insurance, and healthcare sectors, NexJ Systems creates cloud-based software.
Headquarter:
Toronto, Ontario, Canada
Where to find them:
Website
Industry:
CRM, Enterprise Software, Software, Wealth Management
Software from Harris Computer Systems, a market leader, offers options for life plans.
Headquarter:
Toronto, Ontario, Canada
Where to find them:
Website
Acquisition amount:
$18,815,796
Announcement:
13 March 2012
In the UK, Walker Crips Asset Managers offers financial services.
Headquarter:
London, England, United Kingdom
Where to find them:
Website
Industry:
Finance, Financial Services, Wealth Management
A specialized fund management firm is Liontrust Asset Management PLC.
Headquarter:
London, England, United Kingdom
Where to find them:
Website
Acquisition amount:
$73,719,927
Announcement:
29 September 2022
Investment management software is offered by JUMP Technology.
Headquarter:
Paris, Ile-de-France, France
Where to find them:
Website
Industry:
Asset Management, Finance, Risk Management, Software, Wealth Management
A dependable and complete technological platform for investment accounting and analytics is Clearwater Analytics.
Headquarter:
Boise, Idaho, United States
Where to find them:
Website
Acquisition amount:
$50,000,000
Announcement:
17 May 2022
Business-to-business-to-consumer (B2B2C) investing technology platform WealthDesk.
Headquarter:
Mumbai, Maharashtra, India
Where to find them:
Website
Industry:
Financial Services, FinTech, Wealth Management
A mobile payment tool called PhonePe enables consumers to send money instantaneously.
Headquarter:
Andheri, Maharashtra, India
Where to find them:
Website
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